401k Plan data: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN plan

BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 401k Plan overview

Plan Name	BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN
Plan identification number	002

BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BASS, BERRY & SIMS has sponsored the creation of one or more 401k plans.

Company Name: BASS, BERRY & SIMS

Employer identification number (EIN): 620125540

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 LORI PEFFER
002 2023-01-01
002 2023-01-01 LORI PEFFER
002 2022-01-01
002 2022-01-01 LORI PEFFER
002 2021-01-01
002 2021-01-01 LORI PEFFER
002 2020-01-01
002 2019-01-01
002 2017-01-01 CURTIS FISHER
002 2016-01-01 CURTIS FISHER
002 2015-01-01 FRITZ RICHTER
002 2014-01-01 FRITZ RICHTER
002 2013-01-01 FRITZ RICHTER
002 2012-01-01 FRITZ RICHTER
002 2011-01-01 FRITZ RICHTER, III
002 2010-01-01 FRITZ RICHTER III
002 2009-01-01 FRITZ RICHTER III

Plan Statistics for BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN

401k plan membership statisitcs for BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN

Measure Date Value
2023: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 756
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 535
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 219
Total of all active and inactive participants 2023-01-01 754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 3
Total participants 2023-01-01 757
Number of participants with account balances 2023-01-01 747
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 718
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 543
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 195
Total of all active and inactive participants 2022-01-01 738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 3
Total participants 2022-01-01 741
Number of participants with account balances 2022-01-01 732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 681
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 494
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 197
Total of all active and inactive participants 2021-01-01 691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 6
Total participants 2021-01-01 697
Number of participants with account balances 2021-01-01 689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 701
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 474
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 194
Total of all active and inactive participants 2020-01-01 668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 4
Total participants 2020-01-01 672
Number of participants with account balances 2020-01-01 670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 681
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 500
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 205
Total of all active and inactive participants 2019-01-01 705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 708
Number of participants with account balances 2019-01-01 701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 613
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 470
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 163
Total of all active and inactive participants 2017-01-01 633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 7
Total participants 2017-01-01 640
Number of participants with account balances 2017-01-01 633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 547
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 455
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 150
Total of all active and inactive participants 2016-01-01 605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 6
Total participants 2016-01-01 611
Number of participants with account balances 2016-01-01 602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 531
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 407
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 133
Total of all active and inactive participants 2015-01-01 540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 6
Total participants 2015-01-01 546
Number of participants with account balances 2015-01-01 540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 507
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 386
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 134
Total of all active and inactive participants 2014-01-01 520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 6
Total participants 2014-01-01 526
Number of participants with account balances 2014-01-01 514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 489
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 399
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 105
Total of all active and inactive participants 2013-01-01 504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 505
Number of participants with account balances 2013-01-01 497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 452
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 398
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 89
Total of all active and inactive participants 2012-01-01 487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 487
Number of participants with account balances 2012-01-01 472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 513
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 377
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 63
Total of all active and inactive participants 2011-01-01 440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 440
Number of participants with account balances 2011-01-01 429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 454
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 452
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 51
Total of all active and inactive participants 2010-01-01 503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 503
Number of participants with account balances 2010-01-01 420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 457
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 385
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 33
Total of all active and inactive participants 2009-01-01 418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 418
Number of participants with account balances 2009-01-01 399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	756
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	535
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	219
Total of all active and inactive participants	2023-01-01	754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	3
Total participants	2023-01-01	757
Number of participants with account balances	2023-01-01	747
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	718
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	543
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	195
Total of all active and inactive participants	2022-01-01	738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	3
Total participants	2022-01-01	741
Number of participants with account balances	2022-01-01	732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	681
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	494
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	197
Total of all active and inactive participants	2021-01-01	691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	6
Total participants	2021-01-01	697
Number of participants with account balances	2021-01-01	689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	701
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	474
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	194
Total of all active and inactive participants	2020-01-01	668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	4
Total participants	2020-01-01	672
Number of participants with account balances	2020-01-01	670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	681
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	500
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	205
Total of all active and inactive participants	2019-01-01	705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	708
Number of participants with account balances	2019-01-01	701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	613
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	470
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	163
Total of all active and inactive participants	2017-01-01	633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	7
Total participants	2017-01-01	640
Number of participants with account balances	2017-01-01	633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	547
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	455
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	150
Total of all active and inactive participants	2016-01-01	605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	6
Total participants	2016-01-01	611
Number of participants with account balances	2016-01-01	602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	531
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	407
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	133
Total of all active and inactive participants	2015-01-01	540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	6
Total participants	2015-01-01	546
Number of participants with account balances	2015-01-01	540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	507
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	386
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	134
Total of all active and inactive participants	2014-01-01	520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	6
Total participants	2014-01-01	526
Number of participants with account balances	2014-01-01	514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	489
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	399
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	105
Total of all active and inactive participants	2013-01-01	504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	505
Number of participants with account balances	2013-01-01	497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	452
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	398
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	89
Total of all active and inactive participants	2012-01-01	487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	487
Number of participants with account balances	2012-01-01	472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	513
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	377
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	63
Total of all active and inactive participants	2011-01-01	440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	440
Number of participants with account balances	2011-01-01	429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	454
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	452
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	51
Total of all active and inactive participants	2010-01-01	503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	503
Number of participants with account balances	2010-01-01	420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	457
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	385
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	33
Total of all active and inactive participants	2009-01-01	418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	418
Number of participants with account balances	2009-01-01	399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN

Measure	Date	Value
2023 : BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$71,205,270
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$6,078,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$5,913,856
Value of total corrective distributions	2023-12-31	$1,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$20,135,565
Value of total assets at end of year	2023-12-31	$320,630,923
Value of total assets at beginning of year	2023-12-31	$255,504,358
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$163,492
Total interest from all sources	2023-12-31	$1
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$4,995,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$4,995,680
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$8,927,653
Participant contributions at end of year	2023-12-31	$29,009
Participant contributions at beginning of year	2023-12-31	$39,912
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$60,516,442
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$45,178,161
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$1,540,504
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-12-31	$13,902
Other income not declared elsewhere	2023-12-31	$11,106,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$65,126,565
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$320,630,923
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$255,504,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$249,164,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$201,098,114
Interest earned on other investments	2023-12-31	$1
Value of interest in common/collective trusts at end of year	2023-12-31	$9,035,362
Value of interest in common/collective trusts at beginning of year	2023-12-31	$7,362,371
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$2,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$34,684,109
Net investment gain or loss from common/collective trusts	2023-12-31	$283,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$9,667,408
Employer contributions (assets) at end of year	2023-12-31	$1,883,784
Employer contributions (assets) at beginning of year	2023-12-31	$1,825,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$5,899,954
Contract administrator fees	2023-12-31	$163,492
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	CARR RIGGS & INGRAM, LLC
Accountancy firm EIN	2023-12-31	721396621
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total income from all sources (including contributions)	2023-01-01	$71,205,270
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$6,078,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$5,913,856
Value of total corrective distributions	2023-01-01	$1,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$20,135,565
Value of total assets at end of year	2023-01-01	$320,630,923
Value of total assets at beginning of year	2023-01-01	$255,504,358
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$163,492
Total interest from all sources	2023-01-01	$1
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$4,995,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$4,995,680
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$500,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$8,927,653
Participant contributions at end of year	2023-01-01	$29,009
Participant contributions at beginning of year	2023-01-01	$39,912
Assets. Other investments not covered elsewhere at end of year	2023-01-01	$60,516,442
Assets. Other investments not covered elsewhere at beginning of year	2023-01-01	$45,178,161
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-01	$1,540,504
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-01-01	$13,902
Other income not declared elsewhere	2023-01-01	$11,106,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$65,126,565
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$320,630,923
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$255,504,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$249,164,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$201,098,114
Interest earned on other investments	2023-01-01	$1
Value of interest in common/collective trusts at end of year	2023-01-01	$9,035,362
Value of interest in common/collective trusts at beginning of year	2023-01-01	$7,362,371
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-01-01	$2,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$34,684,109
Net investment gain or loss from common/collective trusts	2023-01-01	$283,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$9,667,408
Employer contributions (assets) at end of year	2023-01-01	$1,883,784
Employer contributions (assets) at beginning of year	2023-01-01	$1,825,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$5,899,954
Contract administrator fees	2023-01-01	$163,492
Did the plan have assets held for investment	2023-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	CARR RIGGS & INGRAM, LLC
Accountancy firm EIN	2023-01-01	721396621
2022 : BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-31,373,382
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$26,249,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$26,092,037
Value of total corrective distributions	2022-12-31	$2,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$20,374,332
Value of total assets at end of year	2022-12-31	$255,504,358
Value of total assets at beginning of year	2022-12-31	$313,127,593
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$155,469
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$3,828,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$3,828,021
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$7,920,537
Participant contributions at end of year	2022-12-31	$39,912
Participant contributions at beginning of year	2022-12-31	$34,492
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$45,178,161
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$63,969,089
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$3,488,064
Other income not declared elsewhere	2022-12-31	$-9,850,857
Administrative expenses (other) incurred	2022-12-31	$4,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-57,623,235
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$255,504,358
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$313,127,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$201,098,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$239,507,928
Value of interest in common/collective trusts at end of year	2022-12-31	$7,362,371
Value of interest in common/collective trusts at beginning of year	2022-12-31	$8,013,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-45,222,876
Net investment gain or loss from common/collective trusts	2022-12-31	$-502,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$8,965,731
Employer contributions (assets) at end of year	2022-12-31	$1,825,800
Employer contributions (assets) at beginning of year	2022-12-31	$1,602,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$26,092,037
Contract administrator fees	2022-12-31	$151,238
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CARR RIGGS & INGRAM, LLC
Accountancy firm EIN	2022-12-31	721396621
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$-31,373,382
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$26,249,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$26,092,037
Value of total corrective distributions	2022-01-01	$2,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$20,374,332
Value of total assets at end of year	2022-01-01	$255,504,358
Value of total assets at beginning of year	2022-01-01	$313,127,593
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$155,469
Total interest from all sources	2022-01-01	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$3,828,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$3,828,021
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$500,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$7,920,537
Participant contributions at end of year	2022-01-01	$39,912
Participant contributions at beginning of year	2022-01-01	$34,492
Assets. Other investments not covered elsewhere at end of year	2022-01-01	$45,178,161
Assets. Other investments not covered elsewhere at beginning of year	2022-01-01	$63,969,089
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$3,488,064
Other income not declared elsewhere	2022-01-01	$-9,850,857
Administrative expenses (other) incurred	2022-01-01	$4,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-57,623,235
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$255,504,358
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$313,127,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$201,098,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$239,507,928
Value of interest in common/collective trusts at end of year	2022-01-01	$7,362,371
Value of interest in common/collective trusts at beginning of year	2022-01-01	$8,013,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-45,222,876
Net investment gain or loss from common/collective trusts	2022-01-01	$-502,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$8,965,731
Employer contributions (assets) at end of year	2022-01-01	$1,825,800
Employer contributions (assets) at beginning of year	2022-01-01	$1,602,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$26,092,037
Contract administrator fees	2022-01-01	$151,238
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	CARR RIGGS & INGRAM, LLC
Accountancy firm EIN	2022-01-01	721396621
2021 : BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$62,241,397
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$17,799,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$17,630,739
Value of total corrective distributions	2021-12-31	$6,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$15,755,861
Value of total assets at end of year	2021-12-31	$313,127,593
Value of total assets at beginning of year	2021-12-31	$268,685,520
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$161,619
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$3,617,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$3,617,067
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$6,957,990
Participant contributions at end of year	2021-12-31	$34,492
Participant contributions at beginning of year	2021-12-31	$32,634
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$63,969,089
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$55,154,032
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$521,158
Other income not declared elsewhere	2021-12-31	$12,754,568
Administrative expenses (other) incurred	2021-12-31	$61,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$44,442,073
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$313,127,593
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$268,685,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$239,507,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$201,305,841
Value of interest in common/collective trusts at end of year	2021-12-31	$8,013,661
Value of interest in common/collective trusts at beginning of year	2021-12-31	$10,670,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$30,246,603
Net investment gain or loss from common/collective trusts	2021-12-31	$-132,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$8,276,713
Employer contributions (assets) at end of year	2021-12-31	$1,602,423
Employer contributions (assets) at beginning of year	2021-12-31	$1,522,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$17,630,739
Contract administrator fees	2021-12-31	$99,667
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CARR RIGGS & INGRAM, LLC
Accountancy firm EIN	2021-12-31	721396621
2020 : BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$3,554,664
Total unrealized appreciation/depreciation of assets	2020-12-31	$3,554,664
Total transfer of assets to this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$52,061,222
Total loss/gain on sale of assets	2020-12-31	$187,829
Total of all expenses incurred	2020-12-31	$10,504,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$10,366,588
Value of total corrective distributions	2020-12-31	$4,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$16,017,773
Value of total assets at end of year	2020-12-31	$268,685,520
Value of total assets at beginning of year	2020-12-31	$227,128,806
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$133,047
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$38,833
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$3,815,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$3,641,726
Administrative expenses professional fees incurred	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$40,440
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$6,556,610
Participant contributions at end of year	2020-12-31	$32,634
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$55,154,032
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$5,115
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$464,387
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$15,402
Administrative expenses (other) incurred	2020-12-31	$133,047
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$1,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$41,556,714
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$268,685,520
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$227,128,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$201,305,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$197,908,233
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$8,016
Income. Interest from US Government securities	2020-12-31	$8,397
Income. Interest from corporate debt instruments	2020-12-31	$17,710
Value of interest in common/collective trusts at end of year	2020-12-31	$10,670,478
Value of interest in common/collective trusts at beginning of year	2020-12-31	$7,059,693
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$4,684,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$4,684,142
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$4,710
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Asset value of US Government securities at beginning of year	2020-12-31	$886,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$27,798,975
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$632,695
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$8,996,776
Employer contributions (assets) at end of year	2020-12-31	$1,522,535
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from preferred stock	2020-12-31	$2,419
Income. Dividends from common stock	2020-12-31	$170,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$10,366,588
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$864,996
Contract administrator fees	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$15,678,012
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$25,872,339
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$25,684,510
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2020-12-31	721396621
2019 : BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$3,534,337
Total unrealized appreciation/depreciation of assets	2019-12-31	$3,534,337
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$56,577,105
Total loss/gain on sale of assets	2019-12-31	$418,256
Total of all expenses incurred	2019-12-31	$13,072,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$12,947,786
Value of total corrective distributions	2019-12-31	$15
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$13,928,825
Value of total assets at end of year	2019-12-31	$227,128,806
Value of total assets at beginning of year	2019-12-31	$183,623,994
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$124,492
Total interest from all sources	2019-12-31	$69,713
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$4,383,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$4,204,190
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$40,440
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$37,800
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$5,986,934
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$5,115
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$8,787
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$784,376
Other income not declared elsewhere	2019-12-31	$137,532
Administrative expenses (other) incurred	2019-12-31	$124,492
Total non interest bearing cash at end of year	2019-12-31	$1,407
Total non interest bearing cash at beginning of year	2019-12-31	$2,270
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$43,504,812
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$227,128,806
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$183,623,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$197,908,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$157,411,289
Interest earned on other investments	2019-12-31	$6,401
Income. Interest from US Government securities	2019-12-31	$23,571
Income. Interest from corporate debt instruments	2019-12-31	$23,571
Value of interest in common/collective trusts at end of year	2019-12-31	$7,059,693
Value of interest in common/collective trusts at beginning of year	2019-12-31	$5,092,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$4,684,142
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$5,285,929
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$5,285,929
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$16,170
Asset value of US Government securities at end of year	2019-12-31	$886,768
Asset value of US Government securities at beginning of year	2019-12-31	$867,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$33,980,428
Net investment gain or loss from common/collective trusts	2019-12-31	$124,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$7,157,515
Income. Dividends from preferred stock	2019-12-31	$2,419
Income. Dividends from common stock	2019-12-31	$176,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$12,947,786
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$864,996
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$834,168
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$15,678,012
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$14,083,763
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$21,869,109
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$21,450,853
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CARR RIGGS & INGRAM CPAS
Accountancy firm EIN	2019-12-31	721396621
2018 : BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-770,788
Total unrealized appreciation/depreciation of assets	2018-12-31	$-770,788
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,671,595
Total loss/gain on sale of assets	2018-12-31	$118,294
Total of all expenses incurred	2018-12-31	$5,277,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$5,137,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$13,143,936
Value of total assets at end of year	2018-12-31	$183,623,994
Value of total assets at beginning of year	2018-12-31	$187,230,308
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$139,917
Total interest from all sources	2018-12-31	$62,180
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$4,055,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$3,823,545
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-12-31	$37,800
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$39,135
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$5,620,004
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$8,787
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$3,720
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$709,018
Administrative expenses (other) incurred	2018-12-31	$139,917
Total non interest bearing cash at end of year	2018-12-31	$2,270
Total non interest bearing cash at beginning of year	2018-12-31	$11,470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-3,606,314
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$183,623,994
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$187,230,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$157,411,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$158,712,336
Interest earned on other investments	2018-12-31	$11,630
Income. Interest from US Government securities	2018-12-31	$10,394
Income. Interest from corporate debt instruments	2018-12-31	$24,960
Value of interest in common/collective trusts at end of year	2018-12-31	$5,092,616
Value of interest in common/collective trusts at beginning of year	2018-12-31	$5,577,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$5,285,929
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$5,675,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$5,675,745
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$15,196
Asset value of US Government securities at end of year	2018-12-31	$867,372
Asset value of US Government securities at beginning of year	2018-12-31	$817,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-15,047,671
Net investment gain or loss from common/collective trusts	2018-12-31	$110,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$6,814,914
Income. Dividends from preferred stock	2018-12-31	$2,419
Income. Dividends from common stock	2018-12-31	$229,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$5,137,992
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$834,168
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$699,062
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$14,083,763
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$15,693,928
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$17,398,771
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$17,280,477
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CARR RIGGS & INGRAM CPAS
Accountancy firm EIN	2018-12-31	721396621
2017 : BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$2,458,443
Total unrealized appreciation/depreciation of assets	2017-12-31	$2,458,443
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$37,475,708
Total loss/gain on sale of assets	2017-12-31	$227,550
Total of all expenses incurred	2017-12-31	$5,140,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$4,954,067
Value of total corrective distributions	2017-12-31	$1,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$10,792,527
Value of total assets at end of year	2017-12-31	$187,230,308
Value of total assets at beginning of year	2017-12-31	$154,895,075
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$185,345
Total interest from all sources	2017-12-31	$42,960
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$3,163,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$2,934,096
Assets. Corporate prefeered stocks other than exployer securities at end of year	2017-12-31	$39,135
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-12-31	$37,685
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$4,952,402
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$3,720
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$951
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$338,442
Other income not declared elsewhere	2017-12-31	$-95,898
Administrative expenses (other) incurred	2017-12-31	$185,345
Total non interest bearing cash at end of year	2017-12-31	$11,470
Total non interest bearing cash at beginning of year	2017-12-31	$10,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$32,335,233
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$187,230,308
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$154,895,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$158,712,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$128,982,590
Interest earned on other investments	2017-12-31	$4,482
Income. Interest from US Government securities	2017-12-31	$6,527
Income. Interest from corporate debt instruments	2017-12-31	$25,144
Value of interest in common/collective trusts at end of year	2017-12-31	$5,577,586
Value of interest in common/collective trusts at beginning of year	2017-12-31	$5,350,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$5,675,745
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$5,614,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$5,614,575
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$6,807
Asset value of US Government securities at end of year	2017-12-31	$817,326
Asset value of US Government securities at beginning of year	2017-12-31	$806,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$20,791,781
Net investment gain or loss from common/collective trusts	2017-12-31	$95,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$5,501,683
Income. Dividends from preferred stock	2017-12-31	$2,419
Income. Dividends from common stock	2017-12-31	$226,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$4,954,067
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$699,062
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$230,478
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$15,693,928
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$13,860,754
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$16,569,046
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$16,341,496
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CARR RIGGS & INGRAM CPAS
Accountancy firm EIN	2017-12-31	721396621
2016 : BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$1,535,247
Total unrealized appreciation/depreciation of assets	2016-12-31	$1,535,247
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$27,133,045
Total loss/gain on sale of assets	2016-12-31	$5,765
Total of all expenses incurred	2016-12-31	$5,976,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$5,816,278
Value of total corrective distributions	2016-12-31	$3,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$14,612,693
Value of total assets at end of year	2016-12-31	$154,895,075
Value of total assets at beginning of year	2016-12-31	$133,738,837
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$157,387
Total interest from all sources	2016-12-31	$12,276
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$2,820,164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$2,601,983
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-12-31	$37,685
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2016-12-31	$38,137
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$3,977,067
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$951
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$5,396,949
Other income not declared elsewhere	2016-12-31	$79,336
Administrative expenses (other) incurred	2016-12-31	$157,387
Total non interest bearing cash at end of year	2016-12-31	$10,784
Total non interest bearing cash at beginning of year	2016-12-31	$-47,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$21,156,238
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$154,895,075
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$133,738,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$128,982,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$111,791,952
Interest earned on other investments	2016-12-31	$905
Income. Interest from US Government securities	2016-12-31	$791
Income. Interest from corporate debt instruments	2016-12-31	$9,245
Value of interest in common/collective trusts at end of year	2016-12-31	$5,350,826
Value of interest in common/collective trusts at beginning of year	2016-12-31	$3,835,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$5,614,575
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$5,862,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$5,862,659
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$1,335
Asset value of US Government securities at end of year	2016-12-31	$806,432
Asset value of US Government securities at beginning of year	2016-12-31	$343,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$7,987,691
Net investment gain or loss from common/collective trusts	2016-12-31	$79,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$5,238,677
Income. Dividends from preferred stock	2016-12-31	$2,419
Income. Dividends from common stock	2016-12-31	$215,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$5,816,278
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$230,478
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$197,034
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$13,860,754
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$11,716,563
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$10,085,856
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$10,080,091
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CARR, RIGGS & INGRAM CPAS
Accountancy firm EIN	2016-12-31	721396621
2015 : BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-341,635
Total unrealized appreciation/depreciation of assets	2015-12-31	$-341,635
Total transfer of assets to this plan	2015-12-31	$38,888
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$6,881,209
Total loss/gain on sale of assets	2015-12-31	$-15,376
Total of all expenses incurred	2015-12-31	$21,741,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$21,563,554
Value of total corrective distributions	2015-12-31	$21
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$8,560,860
Value of total assets at end of year	2015-12-31	$133,738,837
Value of total assets at beginning of year	2015-12-31	$148,560,404
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$178,089
Total interest from all sources	2015-12-31	$3,555
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$3,004,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$2,734,618
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$38,137
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-12-31	$37,980
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$3,557,877
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$150,745
Other income not declared elsewhere	2015-12-31	$8,440
Administrative expenses (other) incurred	2015-12-31	$178,089
Total non interest bearing cash at end of year	2015-12-31	$-47,381
Total non interest bearing cash at beginning of year	2015-12-31	$7,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-14,860,455
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$133,738,837
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$148,560,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$111,791,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$108,613,782
Interest earned on other investments	2015-12-31	$43
Income. Interest from US Government securities	2015-12-31	$276
Income. Interest from corporate debt instruments	2015-12-31	$2,626
Value of interest in common/collective trusts at end of year	2015-12-31	$3,835,939
Value of interest in common/collective trusts at beginning of year	2015-12-31	$7,361,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$5,862,659
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$5,280,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$5,280,836
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$610
Asset value of US Government securities at end of year	2015-12-31	$343,934
Asset value of US Government securities at beginning of year	2015-12-31	$1,412,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-4,227,708
Net investment gain or loss from common/collective trusts	2015-12-31	$-111,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$4,852,238
Income. Dividends from preferred stock	2015-12-31	$2,419
Income. Dividends from common stock	2015-12-31	$267,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$21,563,554
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$197,034
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$11,716,563
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$25,846,199
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$31,603,760
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$31,619,136
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CARR, RIGGS & INGRAM CPAS
Accountancy firm EIN	2015-12-31	721396621
2014 : BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$3,934,700
Total unrealized appreciation/depreciation of assets	2014-12-31	$3,934,700
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$18,581,822
Total loss/gain on sale of assets	2014-12-31	$927,741
Total of all expenses incurred	2014-12-31	$8,721,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$8,515,049
Value of total corrective distributions	2014-12-31	$24
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$8,615,871
Value of total assets at end of year	2014-12-31	$148,560,404
Value of total assets at beginning of year	2014-12-31	$138,699,965
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$206,310
Total interest from all sources	2014-12-31	$1,703
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$5,995,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$5,725,980
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$37,980
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$42,441
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$3,269,120
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$154,245
Other income not declared elsewhere	2014-12-31	$28,382
Administrative expenses (other) incurred	2014-12-31	$206,310
Total non interest bearing cash at end of year	2014-12-31	$7,091
Total non interest bearing cash at beginning of year	2014-12-31	$-19,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$9,860,439
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$148,560,404
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$138,699,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$108,613,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$101,405,992
Interest earned on other investments	2014-12-31	$759
Income. Interest from US Government securities	2014-12-31	$561
Value of interest in common/collective trusts at end of year	2014-12-31	$7,361,544
Value of interest in common/collective trusts at beginning of year	2014-12-31	$6,451,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$5,280,836
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$6,154,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$6,154,835
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$383
Asset value of US Government securities at end of year	2014-12-31	$1,412,972
Asset value of US Government securities at beginning of year	2014-12-31	$1,055,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-1,373,300
Net investment gain or loss from common/collective trusts	2014-12-31	$451,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$5,192,506
Income. Dividends from preferred stock	2014-12-31	$2,511
Income. Dividends from common stock	2014-12-31	$266,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$8,515,049
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$25,216
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$25,846,199
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$23,583,733
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$22,541,590
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$21,613,849
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CARR, RIGGS & INGRAM CPAS
Accountancy firm EIN	2014-12-31	721396621
2013 : BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$6,097,815
Total unrealized appreciation/depreciation of assets	2013-12-31	$6,097,815
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$36,405,917
Total loss/gain on sale of assets	2013-12-31	$643,138
Total of all expenses incurred	2013-12-31	$8,531,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$8,326,726
Value of total corrective distributions	2013-12-31	$28,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$8,440,640
Value of total assets at end of year	2013-12-31	$138,699,965
Value of total assets at beginning of year	2013-12-31	$110,825,081
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$175,438
Total interest from all sources	2013-12-31	$10,396
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$4,799,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$4,515,874
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$42,441
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$111,844
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$3,303,069
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$338,713
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$310,909
Other income not declared elsewhere	2013-12-31	$14,066
Administrative expenses (other) incurred	2013-12-31	$175,438
Total non interest bearing cash at end of year	2013-12-31	$-19,437
Total non interest bearing cash at beginning of year	2013-12-31	$5,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$27,874,884
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$138,699,965
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$110,825,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$101,405,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$76,917,010
Interest earned on other investments	2013-12-31	$3,018
Income. Interest from US Government securities	2013-12-31	$505
Income. Interest from corporate debt instruments	2013-12-31	$6,450
Value of interest in common/collective trusts at end of year	2013-12-31	$6,451,396
Value of interest in common/collective trusts at beginning of year	2013-12-31	$5,190,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$6,154,835
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$7,127,776
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$7,127,776
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$423
Asset value of US Government securities at end of year	2013-12-31	$1,055,789
Asset value of US Government securities at beginning of year	2013-12-31	$795,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$15,719,860
Net investment gain or loss from common/collective trusts	2013-12-31	$680,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$4,826,662
Income. Dividends from preferred stock	2013-12-31	$7,697
Income. Dividends from common stock	2013-12-31	$276,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$8,326,726
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$25,216
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$214,484
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$23,583,733
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$20,124,114
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$23,765,997
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$23,122,859
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CARR, RIGGS & INGRAM CPAS
Accountancy firm EIN	2013-12-31	721396621
2012 : BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-12-31	$3,595,946
Total unrealized appreciation/depreciation of assets	2012-12-31	$3,595,946
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$24,542,924
Total loss/gain on sale of assets	2012-12-31	$-202,644
Total of all expenses incurred	2012-12-31	$4,315,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$4,165,123
Value of total corrective distributions	2012-12-31	$20
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$7,612,206
Value of total assets at end of year	2012-12-31	$110,825,081
Value of total assets at beginning of year	2012-12-31	$90,597,191
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$149,891
Total interest from all sources	2012-12-31	$18,783
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$2,624,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$2,177,726
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$111,844
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$2,971,204
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$338,713
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$37,584,088
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$276
Other income not declared elsewhere	2012-12-31	$1,696,744
Administrative expenses (other) incurred	2012-12-31	$149,891
Total non interest bearing cash at end of year	2012-12-31	$5,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$20,227,890
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$110,825,081
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$90,597,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$76,917,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$47,705,625
Interest earned on other investments	2012-12-31	$719
Income. Interest from US Government securities	2012-12-31	$5,294
Income. Interest from corporate debt instruments	2012-12-31	$12,441
Value of interest in common/collective trusts at end of year	2012-12-31	$5,190,520
Value of interest in common/collective trusts at beginning of year	2012-12-31	$5,307,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$7,127,776
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$329
Asset value of US Government securities at end of year	2012-12-31	$795,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$8,862,600
Net investment gain or loss from common/collective trusts	2012-12-31	$334,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$4,640,726
Income. Dividends from preferred stock	2012-12-31	$5,814
Income. Dividends from common stock	2012-12-31	$441,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$4,165,123
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$214,484
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$20,124,114
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$23,091,913
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$23,294,557
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CARR, RIGGS & INGRAM CPAS
Accountancy firm EIN	2012-12-31	721396621
2011 : BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$5,655,305
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$9,631,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$9,501,547
Value of total corrective distributions	2011-12-31	$861
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$7,970,588
Value of total assets at end of year	2011-12-31	$90,597,191
Value of total assets at beginning of year	2011-12-31	$94,573,258
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$128,964
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,490,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$1,490,158
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$2,762,375
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$37,584,088
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$40,382,087
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$330,656
Other income not declared elsewhere	2011-12-31	$-1,329,011
Administrative expenses (other) incurred	2011-12-31	$128,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-3,976,067
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$90,597,191
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$94,573,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$47,705,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$50,473,782
Value of interest in common/collective trusts at end of year	2011-12-31	$5,307,478
Value of interest in common/collective trusts at beginning of year	2011-12-31	$3,717,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-2,572,087
Net investment gain or loss from common/collective trusts	2011-12-31	$95,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$4,877,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$9,501,547
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2011-12-31	721396621
2010 : BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$20,658,566
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$2,165,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,075,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$7,159,077
Value of total assets at end of year	2010-12-31	$94,573,258
Value of total assets at beginning of year	2010-12-31	$76,080,659
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$90,032
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,343,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$1,343,366
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$2,796,890
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$40,382,087
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$33,363,196
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$4,733
Other income not declared elsewhere	2010-12-31	$5,985,066
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$18,492,599
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$94,573,258
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$76,080,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$90,032
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$50,473,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$39,886,302
Value of interest in common/collective trusts at end of year	2010-12-31	$3,717,389
Value of interest in common/collective trusts at beginning of year	2010-12-31	$2,831,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$5,847,625
Net investment gain or loss from common/collective trusts	2010-12-31	$323,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$4,357,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,075,935
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2010-12-31	721396621
2009 : BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN

2023: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	757
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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Company Name:	BASS, BERRY & SIMS
Employer identification number (EIN):	620125540
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator
002	2024-01-01	LORI PEFFER
002	2023-01-01
002	2023-01-01	LORI PEFFER
002	2022-01-01
002	2022-01-01	LORI PEFFER
002	2021-01-01
002	2021-01-01	LORI PEFFER
002	2020-01-01
002	2019-01-01
002	2017-01-01	CURTIS FISHER
002	2016-01-01	CURTIS FISHER
002	2015-01-01	FRITZ RICHTER
002	2014-01-01	FRITZ RICHTER
002	2013-01-01	FRITZ RICHTER
002	2012-01-01	FRITZ RICHTER
002	2011-01-01	FRITZ RICHTER, III
002	2010-01-01	FRITZ RICHTER III
002	2009-01-01	FRITZ RICHTER III